Indiana, PA 949 Philadelphia St Office

John Kinney is a financial advisor with OSAIC Institutions, Inc. in Indiana, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at OSAIC Institutions since 2013, including its prior entity Infinex Investments, and previously at Apollo Trust Company and InFirst Financial Advisors. Kinney also acts as an agent for insurance products with the National Slovak Society Life and the Greek Catholic Union. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans through customized advisory engagements and a broad range of financial services. The firm’s approach includes both advisory and brokerage solutions delivered mainly through a network of investment adviser representatives, with a notable emphasis on non-discretionary assets and integrated lending and alternative investment platforms.

Bradley Peterson is a financial advisor at OSAIC Institutions, Inc. with 31 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Infinex Investments, Inc. since 2014. Outside of his advisory work, he serves as a licensed agent for fraternal insurance organizations offering life insurance and annuities. Osaic Institutions serves individuals, charitable organizations, corporations, and retirement plans by providing advisory and brokerage services through customized engagements and access to alternative investments. The firm is notable for its predominantly non-discretionary assets and its dual broker-dealer/adviser status, which supports a diverse range of investment and lending solutions.